Project assistant security role (ProjProjectClerk) [AX 2012]
Updated: May 6, 2014
Applies To: Microsoft Dynamics AX 2012 R3, Microsoft Dynamics AX 2012 R2, Microsoft Dynamics AX 2012 Feature Pack, Microsoft Dynamics AX 2012
The Project assistant security role represents a user who documents project accounting process events and responds to project accounting process inquiries.
By default, this security role is assigned the following duties in Microsoft Dynamics AX.
| Duty name | Duty AOT name | Duty description | ||
|---|---|---|---|---|
| Inquire into inventory status | InventStatusInquire | Respond to inquiries about the status of the inventory | ||
| Maintain invoice cancellation proposals
| MaintainInvoiceCancellationProposals_BR | |||
| Maintain project document print management settings | PrintMgmtProjectDocumentSettingsMaintain | Maintain project document print management settings. | ||
| Maintain project setup print management settings | PrintMgmtProjectSettingsMaintain | Maintain project setup print management settings | ||
| Maintain production order creation
| ProdProductionOrderCreationMaintain | Document and record production order creation | ||
| Inquire into project activity master | ProjActivityMasterInquire | Respond to inquiries about project activity hierarchy master data | ||
| Inquire into project activity effort tracking master
| ProjActivityMasterInquireEffortTracking | View the effort tracking view of activity hierarchy | ||
| Maintain project activity cost tracking master
| ProjActivityMasterMaintainCostTracking | Maintain cost tracking view of activity hierarchy | ||
| Maintain project forecasts | ProjProjectForecastMaintain | Maintain master information about project forecasts | ||
| Inquire into project forecast status | ProjProjectForecastStatusInquire | Respond to inquiries about the status of project forecasts | ||
| Inquire into project invoices
| ProjProjectInvoiceInquire | Respond to inquiries about project invoice master information | ||
| Maintain project invoices | ProjProjectInvoiceMaintain | Maintain project invoice master information | ||
| Inquire into project master | ProjProjectMasterInquire | Respond to inquiries about project master information | ||
| Maintain project sales packing slips | ProjProjectSalesPackingSlipMaintain | Document and record project sales packing slip | ||
| Maintain project transactions | ProjProjectTransactionsMaintain | Maintain the project journals | ||
| Review project transactions | ProjProjectTransactionsReview | Review project transactions | ||
| Inquire into project transaction status | ProjProjectTransactionStatusInquire | Respond to inquiries about the status of project transactions | ||
| Inquire customer retention | PSACustomerRetentionForAcc | Inquire customer retention | ||
| Submit invoice proposal | PSAProjInvoiceProposalSubmit | |||
| Maintain purchase orders
| PurchOrderMaintain | Document and record purchase order | ||
| Maintain purchase requisition consolidation | PurchReqConsolidationMaintain | Maintain the purchase requisition consolidation process | ||
| Inquire into purchase requisition consolidation | PurchReqConsolidationReview | Monitor, analyze and improve the purchase requisition consolidation process | ||
| Maintain purchase requisitions
| PurchReqPurchaseRequisitionMaintain | Maintain the purchase requisition process | ||
| Maintain sales order
| SalesOrderMaintain | Document and record sales order | ||
| Submit invoice cancellation proposal
| SubmitInvoiceCancellationProposal_BR | |||
| Inquire into vendor master | VendVendorMasterInquire | Respond to inquiries about vendor master data |
Note Announcements: To see known issues and recent fixes, use Issue search in Microsoft Dynamics Lifecycle Services (LCS).